Poms & Associates

Account Executive

• Lead consulting for a defined book of business alongside the Producer, serving as the primary advisor across all aspects of employee benefit programs.
• Assist with renewal negotiations, carrier/vendor selection, and plan design strategy aligned to client objectives.
• Provide proactive guidance on cost-containment strategies and plan funding options (fully insured, level-funded, self-funded).
• Deliver expert compliance guidance covering ACA, ERISA, COBRA, HIPAA, Section 125, and IRS affordability requirements.
• Lead client meetings including renewals, stewardship reviews, and open enrollment sessions with clear, actionable recommendations.
• Retain existing clients and identify opportunities to expand services and coverage within the book of business.
• Collaborate with producers on new business development, including proposal development and finalist presentations.
• Build and maintain strong client relationships that drive long-term satisfaction and revenue growth.
• Partner closely with Sr. Account Managers, Account Managers, Coordinators, and Analysts to ensure timely execution and high service standards.
• Coordinate with underwriting, claims analysts, and compliance resources to develop data-driven client strategies.
• Oversee quality control for all client communications, ensuring accuracy, timeliness, and adherence to firm standards.
• Maintain accurate and up-to-date documentation of all client activity within agency management systems.
• Stay current on industry trends, regulatory developments, and carrier changes to anticipate client needs.
• Uphold all agency policies, compliance protocols, and confidentiality standards with the utmost professionalism.

Account Executive – Employee Benefits

• Independently manage a commercial book of business
• Serve as primary point of contact for moderate-sized accounts, including a minimum of two Commercial Top 50 accounts
• Lead marketing efforts, renewal negotiations, and carrier strategy to secure optimal outcomes
• Conduct in-depth coverage analysis and develop tailored risk management solutions
• Drive retention initiatives and identify opportunities for account rounding and upselling
• Collaborate with Senior Account Managers and support staff to ensure operational efficiency and client satisfaction
• Navigate accounts across diverse industries (not limited to niche sectors)
• Support entertainment-related accounts and complex business models as needed
• Utilize the Agency Management System (AMS) to manage workflows and documentation (experience required)
• Participate in quarterly (or biannual) in-person meetings if remote; Calabasas-based team members work in-office two days per week
• Perform additional duties, projects, and research as assigned

Account Manager

• Manage and service an assigned book of business, including escalated service and billing issues.
• Maintain benefits administration portals (Employee Navigator, Rippling, Paylocity, etc.).
• Research carriers, products, and services for small and middle market groups.
• Assist clients with administrative setup and ongoing management of their benefits plans.
• Prepare, process, review, and monitor policies, renewals, reports, applications, policy changes, billings, and contracts.
• Collaborate with Producers, Account Managers, and Benefits Analysts on implementation and renewal processes.
• Provide guidance and support related to state and federal compliance requirements (ERISA, COBRA, HIPAA, Healthcare Reform, Medicare).
• Develop employee communications for open enrollment and wellness initiatives.
• Maintain renewal reports, mailing lists, client data sheets, benefits booklets, and contribution sheets.
• Perform marketing for small group accounts.
• Conduct or assist with employee meetings (may include varying hours and locations).
• Build and maintain strong carrier relationships and stay current with industry updates and offerings.

Employee Benefits Account Manager

Vice President

• Provide executive oversight and strategic leadership for complex, high-exposure liability claims, including general liability, auto liability, umbrella/excess, and professional liability
• Serve as a senior claims advocate for key clients, managing catastrophic, litigated, and sensitive claims
• Advise clients on coverage interpretation, liability assessment, reserve strategy, and settlement approach
• Lead claim reviews, reserve evaluations, and litigation strategy meetings with carriers and defense counsel
• Oversee litigation management practices, including selection, coordination, and performance oversight of defense counsel
• Evaluate litigation strategies, budgets, and outcomes to ensure alignment with client objectives
• Monitor verdict, settlement, and legal trend developments impacting liability exposures
• Proactively escalate and resolve claim handling issues related to coverage disputes, delays, or service concerns
• Develop and implement claims best practices, standards, and training across the brokerage
• Lead internal training sessions on E&O trends, exposures, and coverage strategies
• Perform other duties, projects, and research as assigned

Account Executive – Employee Benefits

Account Executive

Employee Benefits Account Manager

VP of Liability Claims Litigation